Fourstar Wealth Advisors, LLC

Overview

Fourstar Wealth Advisors, LLC is an SEC registered investment adviser based in Chicago, IL, registered since 2017. It reports $1.4B in assets under management across 3,691 accounts, with 48 employees. It has 43 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

100%

Accounts

3,691

Average account

$385K

Employees

48

Advisory reps

43

Registered since

2017

Jurisdictions

36

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Brian Lance Kasal Chief Executive Officer, Chief Compliance Officer CRD 1228369

Advisory reps 3 of 43

• Catherine Dale Bearce Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4683252
• David Hugh Bindelglass Insurance Agent · Investment Adviser Rep CRD 3201389
• Perry R Bindelglass Insurance Agent · Investment Adviser Rep CRD 7814466

40 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 N La Salle St Ste 2225
Chicago, IL 60602

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 36 jurisdictions
• Website: timeto.planyourexitstrategy.com

Every state, with registration dates

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